Date | Time | Topic | Speakers |
1/9/2025 | 4 p.m. – 5 p.m. | Empowering Physicians Through Financial Literacy | Josh Daily, M.D.. |
5 p.m. – 6 p.m. | Billing/ Coding | Steve Schexnayder, M.D. | |
1/16/2025 | 4 p.m. – 5 p.m. | Insurance | Steve Schexnayder, M.D. |
5 p.m. – 6 p.m. | Managing Cash Flow/ Budgeting | Courtney Cox, M.D. | |
1/23/2025 | 4 p.m. – 5 p.m. | Credit and Credit Scores | Steve Schexnayder, M.D. |
5 p.m. – 6 p.m. | Lessons Learned from Private Practice | Tad Pruitt, M.D. | |
1/30/2025 | 4 p.m. – 5 p.m. | Student Loans | Janice Nottenkamper, B.A. |
5 p.m. – 6 p.m. | Investing Basics | Josh Daily, M.D. | |
2/6/2025 | 4 p.m. – 5 p.m. | Compensation | Renee McGraw, M.D. |
5 p.m. – 6 p.m. | Retirement Planning | Steve Schexnayder, M.D. | |
2/13/2025 | 4 p.m. – 5 p.m. | The Most Important Year of Your Financial Life | Josh Daily, M.D. |
5 p.m. – 6 p.m. | Housing | Michael Jerkins, M.D. | |
2/20/2025 | 4 p.m. – 5 p.m. | Creating a Financial Plan | Steve Schexnayder, M.D. |
5 p.m. – 6 p.m. | Malpractice Avoidance | Michele Browning, JD | |
2/27/2025 | Off – No Class | Off – No Class | Off – No Class |
3/6/2025 | 4 p.m. – 5 p.m. | Estate Planning | Laura Johnson, JD |
5 p.m. – 6 p.m. | Taxes | Scott Gatlin, M.D. | |
3/13/2025 | 4 p.m. – 5 p.m. | Why We do Dumb Things with Money | Josh Daily, M.D. |
5 p.m. – 6 p.m. | Risk, Opportunities, and Emotional Blind Spots | Mike Marquez, CFP | |
3/20/2025 | Off – No Class | Match Week | |
3/27/2025 | 4 p.m. – 5 p.m. | Financial Plan Review/ Feedback | Josh Daily, M.D. & Steve Schexnayder, M.D. |
5 p.m. – 6 p.m. | Selecting Financial Professionals Workshop (Filing Taxes, Opening Roth IRA) | Josh Daily, M.D. & Steve Schexnayder, M.D. | |
4/3/2025 | 4 p.m. – 5 p.m. | Mistakes Every Physician Should Avoid | Josh Daily, M.D. & Steve Schexnayder, M.D. |
5 p.m. – 6 p.m. | Course Wrap Up and Dinner | Josh Daily, M.D. & Steve Schexnayder, M.D. | |
4/10/2025 | 4 p.m. – 6 p.m. | Make up Week (if necessary) |